OALC - ETF AI Analysis
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OneAscent Large Cap Core ETF (OALC)
OALC, the OneAscent Large Cap Core ETF, earns a solid overall rating thanks to its heavy exposure to high-quality leaders like Microsoft, Alphabet (GOOGL/GOOG), Nvidia, and Broadcom, all benefiting from strong financial performance and long-term growth in AI, cloud, and data center technologies. Some holdings such as Berkshire Hathaway and Eli Lilly face issues like bearish technical trends, leverage, or cash flow challenges, which slightly weigh on the fund’s rating. The main risk is the ETF’s significant concentration in large technology and AI-related companies, which could make it more sensitive to downturns in that sector.
OALC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 281.60M
- Region
- North America
- Expense Ratio
- 0.49%
- Beta
- 0.98
- Issuer
- Oneascent
- Inception Date
- Nov 16, 2021
- Dividend Yield
- 0.53%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
OALC Summary
The OneAscent Large Cap Core ETF (OALC) invests in many of the biggest, well-established U.S. companies, aiming to be a core building block in a portfolio. It doesn’t track a specific index, but instead focuses on large, high-quality businesses across sectors like technology, finance, and health care. Well-known holdings include Nvidia and Microsoft. Someone might invest in OALC for broad diversification among leading U.S. companies and the potential for long-term growth with some income. A key risk is that it is heavily tilted toward large U.S. stocks, especially tech, so its value can rise and fall with that part of the market.
How much will it cost me?
OALC has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 invested. This is higher than the average ETF because it’s actively managed rather than simply tracking an index.
What would affect this ETF?
OALC is heavily invested in large U.S. technology and communication companies like Nvidia, Microsoft, Amazon, and Alphabet, so continued innovation, strong corporate earnings, and a healthy U.S. economy could boost its performance. On the other hand, rising interest rates, tighter regulations on big tech or financial firms, or an economic slowdown that hurts consumer and industrial sectors could weigh on the ETF’s future returns.
OALC Top 10 Holdings
OALC leans heavily into U.S. Big Tech, with Nvidia and Microsoft acting as the main engines of performance thanks to their steady-to-rising momentum in AI and cloud. Amazon has been a quiet contributor, rising but not sprinting, while Eli Lilly adds a strong health care kicker with its robust recent run. On the flip side, both Alphabet share classes have been lagging, putting a mild drag on returns despite solid long-term stories. Financial giants like JPMorgan and Berkshire Hathaway provide a more grounded, steady ballast to this tech-forward, U.S.-centric mix.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.75% | $21.39M | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 6.59% | $18.19M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.75% | $10.36M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.68% | $7.39M | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.46% | $6.79M | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 2.17% | $6.00M | $3.41T | -1.31% | 82Outperform |
 LLY | Eli Lilly & Co | 2.09% | $5.77M | $1.33T | 67.86% | 72Outperform |
 MU | Micron | 1.58% | $4.36M | $1.00T | 294.96% | 79Outperform |
 JPM | JPMorgan Chase | 1.69% | $4.65M | $895.92B | 8.92% | 72Outperform |
 BRK.B | Berkshire Hathaway B | 1.68% | $4.63M | $1.16T | 13.37% | 66Neutral |
OALC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OALC, the sentiment is Negative. The current price of 40.47 is below the 20-day moving average (MA) of 41.44, below the 50-day MA of 41.42, and above the 200-day MA of 39.06, indicating a neutral trend. The MACD of -0.12 indicates Positive momentum. The RSI at 38.39 is Neutral, neither overbought nor oversold. The STOCH value of 53.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for OALC.
OALC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| OALC | $40.47 | $46.00(13.66% Upside) | $281.60M | 0.49% | 73Outperform |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.19(20.15% Upside) | $933.48M | 0.55% | 74Outperform |
 ROCY | $54.69 | $67.21(22.89% Upside) | $890.97M | 0.35% | 73Outperform |
 NBCR | $33.81 | $42.07(24.42% Upside) | $849.51M | 0.29% | 73Outperform |
 ROCQ | $52.46 | $69.43(32.34% Upside) | $797.51M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| OALC | OneAscent Large Cap Core ETF | 40.47 | 5.03 | 14.20% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.81 | 2.38 | 7.57% | |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | 52.46 | 5.44 | 11.57% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.